David Lutz Portfolio

Invests via LifeGuide Financial Advisors LLC | Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess

Invests via LifeGuide Financial Advisors LLC

Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:11 PM

Copy

David Lutz Profile

With a rich background in technology-driven investments, David Lutz has been instrumental in identifying emerging market opportunities within the digital landscape. His professional journey spans several high-growth startups where he played pivotal roles in shaping product strategies and guiding teams toward innovative solutions. As an investor-operator, he is deeply engaged with companies that leverage technology to enhance operational efficiencies and drive consumer engagement. Through strategic partnerships, he fosters collaboration between entrepreneurs and investors, creating pathways for sustainable growth. Lutz's expertise not only bridges gaps within the tech sector but also positions him as a significant contributor to advancements shaping the future of various industries.

Investment Philosophy & Strategy

Capitalizing on the intersection of technology and investment, David Lutz excels at fostering innovation through strategic partnerships. His approach is characterized by a keen ability to identify transformative opportunities within dynamic sectors, focusing on early-stage ventures that exhibit substantial growth potential. By actively engaging with entrepreneurs, he not only supports operational enhancements but also guides teams toward impactful technological solutions. This commitment reflects a broader vision of creating value while navigating complex market landscapes. Engaging deeply in portfolio companies allows him to influence product development trajectories and drive competitive advantage across industries.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

37.32%

Gain +0.34%

Monthly

0.1%

Yearly

1.17%

Drawdown

26.53%

$336.98M

Equity

Holdings

$336.98M

Investment

$286.65M

$34.13M

Profit +$1.25M

Realized

-$16.19M

Unrealized

$50.32M

Dividends

$24.11M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.34%

Profit

$1.25M

Win %

77%

This Week

Compared To Last Week

Gain

0.1%

Profit

$322,056.57

Win %

77%

This Month

Compared to last month

Gain

-0.04%

Profit

-$147,439.49

Win %

77%

This Year

Compared to last year

Gain

5.07%

Profit

$16.79M

Win %

76%

Gainers
Losers

DRN Direxion Daily Real Estate Bull 3X Shares

+2.8%

+$8,387.36

SPXL Direxion Daily S&P 500 Bull 3X Shares

+1.63%

+$6,248.8

PNC The PNC Financial Services Group, Inc.

+1.58%

+$5,597.73

SPGI S&P Global Inc.

+1.36%

+$2,707.2

PRXV Praxis Impact Large Cap Value ETF

+1.11%

+$64,385.68

PPL PPL Corporation

+1.07%

+$3,471.3

JNJ Johnson & Johnson

+1.07%

+$2,317.95

VO Vanguard Mid-Cap ETF

+0.97%

+$4,201.1

PTL Inspire 500 ETF

+0.96%

+$28,582.48

VONV Vanguard Russell 1000 Value Index Fund

+0.96%

+$5,707.51

VNQ Vanguard Real Estate ETF

+0.95%

+$43,863.5

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$16,798.35

VB Vanguard Small-Cap ETF

+0.73%

+$3,538.88

HD The Home Depot, Inc.

+0.72%

+$1,450.8

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,507.5

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$226,875.3

DFGR Dimensional Global Real Estate ETF

+0.68%

+$501,924

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$111,448.59

VOO Vanguard S&P 500 ETF

+0.58%

+$17,150.61

SPY SPDR S&P 500 ETF Trust

+0.57%

+$5,757.02

ESGV Vanguard ESG U.S. Stock ETF

+0.57%

+$115,180.92

WWJD Inspire International ETF

+0.49%

+$9,950.3

WMT Walmart Inc.

+0.45%

+$3,390.45

HSY The Hershey Company

+0.42%

+$2,048.67

VSGX Vanguard ESG International Stock ETF

+0.41%

+$65,578.93

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$73,920.12

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$24,293.15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$28,504.5

XOM Exxon Mobil Corporation

+0.28%

+$2,601.04

MSFT Microsoft Corp.

+0.1%

+$323.2

GLD SPDR Gold Shares

+0.06%

+$415.36

PRXG Praxis Impact Large Cap Growth ETF

+0.05%

+$2,889.86

SCHP Schwab U.S. TIPS ETF

+0.02%

+$9,707.69

MCD McDonald's Corporation

+0.01%

+$24.01

IBD Inspire Corporate Bond ETF

LNKB Linkbancorp Inc.

AAPL Apple Inc.

-1.52%

-$38,700

AMZN Amazon.com Inc

-1.23%

-$4,582.08

IBM International Business Machines Corporation

-0.96%

-$13,108.62

TMF Direxion Daily 20+ Year Treasury Bull 3X Shares

-0.79%

-$1,768.2

MKC McCormick & Company, Incorporated

-0.56%

-$4,609.55

UPS United Parcel Service, Inc.

-0.52%

-$2,497.86

META Meta Platforms Inc Class A

-0.23%

-$614.9

IEF iShares 7-10 Year Treasury Bond ETF

-0.17%

-$74,886.24

STIP iShares 0-5 Year TIPS Bond ETF

-0.02%

-$576.42

VGSH Vanguard Short-Term Treasury Fund

-0.02%

-$402.88

Events

Dividends

Dividend Analysis

No Data

Trades 569	Longs Won 355/569 62%	Profit Factor 2.19
Profitability	Shorts Won 0/0 0%	Standard Deviation $707,463.84
Average Win $176,988.47	Best Trade (Jun 12) $6.87M	Sharpe Ratio -5.44
Average Loss -$134,109.2	Worst Trade (Mar 31) -$10.54M	Z-Score 2.28 (97.72%)
Commissions $0	Avg. Trade Length 1y 10m 5d	Expectancy $59,985.13

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.02%
Consecutive Losing Trades	2,513	2,261	2,010	1,759	1,508	1,256	1,005	754	503	251